Estate Planning

Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.

3 Stretch IRA Alternatives After IRS' Secure Act Surprise

March 16, 2022

3 Stretch IRA Alternatives After IRS' Secure Act Surprise
How to Craft 'Super Roths' for Wealthy Clients

March 16, 2022

How to Craft 'Super Roths' for Wealthy Clients
IRS Rules on an Estate That Inherited an IRA

March 15, 2022

IRS Rules on an Estate That Inherited an IRA
Roth IRA Conversions in a Down Market: 6 Things to Consider 

March 09, 2022

Roth IRA Conversions in a Down Market: 6 Things to Consider 
Demand for Estate Planning Booms Among Millennials

February 22, 2022

Demand for Estate Planning Booms Among Millennials
Ed Slott: Hold Off on Backdoor Roths, and More Tips for Tax Season in 2022

February 16, 2022

Ed Slott: Hold Off on Backdoor Roths, and More Tips for Tax Season in 2022
Slott, Pfau: When and How to Use Annuities, Life Insurance in Client Plans

February 10, 2022

Slott, Pfau: When and How to Use Annuities, Life Insurance in Client Plans